Automatically Update the Tax Withholding Card

Depending on the kinds of actions you perform, the Tax Withholding Card can be automatically updated in different ways.

When you do this	This occurs
Hire an employee or create a payroll relationship	Creates the card Associates it to the TRU you chose during the hire process
Change an employee's work location	Sets the following. State for unemployment calculation State for disability calculation Primary work location
For work-at-home employees, change their home state address, including their resident tax address	Updates the following. State for unemployment (SUI) and disability insurance (SDI) Primary work address Note: This doesn't apply to Pennsylvania PSD codes. For further info, see Pennsylvania Local Earned Income Tax in the Help Center.
Change their work-at-home status	Updates the following. Primary work location
Rehire an employee	If you hire the employee into the same TRU as before, reuses the existing tax card If you hire the employee into a different TRU, doesn't create an association
Add a secondary assignment	If the secondary assignment is in the same TRU as the primary assignment, uses the same tax card. Otherwise, you must create a card for it.

Note: When you change a location's address, the Sync Calculation Card process doesn't apply that change to any employee records. You must manually make the applicable updates to the records of employees assigned to that location.

Here's how to disable automatic updates of the Tax Withholding card.

Search for and start the Payroll Process Configuration task from your implementation project.
Select the Default group, and set the Create DIR Card value to HRSYNCDISABLE.